Laying out a plan of action for a new client engagement can be pretty complicated, especially if I then have to relate my thought processes to colleagues or client staff. What are some good ways to streamline the process?
If by streamlining the process you mean thinking through the elements of your engagement strategy more fully and articulating your approach more clearly, then you might try mind mapping. The process of mind mapping has been used for many years by educators, psychologists and story tellers to convey visually a series of thoughts, ideas, processes, and concepts. Rather than trying to represent these highly interconnected ideas through linear prose, a mind map visually represents ideas in a loosely radial, tree like structure (or other visual constructs).
With recent technological advances, mind maps can be much more than just graphics. White boards have replaced chalk boards as a major technological advance in drawing mind maps (that was a joke). The real advance is in software that can categorize concepts and redraw the overall mind map for more clarity, spatial organization and analysis.
The simplest mind map software tools are simply sophisticated drawing tools (sort of like Visio on steroids). These are most helpful if you are already very well organized and have the map in your head. Other tools will let you insert concepts hierarchically and reorganize, selectively display and even visualize in 3 dimensions. The most powerful tools have a strong operations and cognitive research base.Tip:
The best way to get started in mind mapping is to try out some the free (or at least free trial) mapping tools. Click here
for a list of candidate mind map tools. (prepare for information overload on mind mapping books, comments and software). Start with a simple version (most companies have basic, corporate and enterprise versions) until you get the hang of the concept and a tool. Although not an explicit endorsement, I have found iMindMap
a pretty robust solution for consultants and the company site's tutorials helpful to understand mapping concepts. Forward this Tip to colleagues who might find it valuable.
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